Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Why the web? The Internet is an effective and increasingly important communications tool with donors and professional advisors. Research in the U.S. has shown that, for donors making a decision with respect to bequest gifts in their wills, the preferred...

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our new miniseries about the legal side of planned giving, Adam Aptowitzer,...

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Measurement It is not unusual for organizations to eagerly establish planned giving programs only to back away from them a few years later as the board of directors looks for more immediate and tangible fundraising successes. The problem is often...

Benefits of a gift for endowment Benefits to the charity 1. Endowment funds provide financial stability Endowment funds provide a predictable stream of income. Providing a base upon which present programs can be built, and making long-range planning possible, endowment...

The handmaiden of planned giving programs Endowment funds are often referred to as the future lifeblood of any charity, and the handmaiden of a planned giving program. Providing for the long term financial success of the organization, they are also...

Life cycle Gifts of new life insurance policies are usually targeted at middle to upper income donors in the 40-55 age group. In this age group, it is common to have individuals who have not yet built their asset base,...